Utilities SPDR shares owned by Retirement Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $84k | 1.3k | 65.65 |
| 2023-12-31 | $123k | 1.9k | 63.33 |
| 2023-09-30 | $129k | 2.2k | 58.93 |
| 2023-06-30 | $2.1M | 32k | 65.44 |
| 2023-03-31 | $152k | 2.2k | 67.68 |
| 2022-12-31 | $158k | 2.2k | 70.41 |
| 2022-09-30 | $37k | 570 | 64.91 |
| 2022-06-30 | $83k | 1.2k | 69.92 |
| 2022-03-31 | $41k | 551 | 74.41 |
| 2021-12-31 | $51k | 711 | 71.73 |
| 2021-09-30 | $45k | 712 | 63.20 |
| 2021-06-30 | $46k | 720 | 63.89 |
| 2021-03-31 | $52k | 820 | 63.41 |
| 2020-12-31 | $44k | 716 | 61.45 |
| 2020-09-30 | $108k | 1.7k | 64.29 |
| 2020-06-30 | $33k | 585 | 56.41 |
| 2019-12-31 | $20k | 303 | 66.01 |